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Free portfolio tracker replacements

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Best Free Alternatives to Snowball Analytics

Find free portfolio and dividend trackers before paying for Snowball's larger limits, broker sync, benchmarking, or advanced analytics.

A free Snowball Analytics alternative can cover the first layer of portfolio tracking, including holdings, dividend income, watchlists, performance, and basic allocation checks. Broker sync, longer backtest history, benchmarking, fund look-through, more portfolios, and advanced analytics are often paid across the category.

Visit Snowball AnalyticsAll alternativesTool details

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Which Alternative Should You Use?

Portfolio Performance logo

Portfolio Performance

Closest replacement

Best for: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

  • Portfolio Performance best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Portfolio Performance also has a free plan, so you can try it without paying. Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux.

Watch for: Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.

Download Portfolio Performance
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Sharesight logo

Sharesight

Best workflow fit

Best for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

  • Sharesight best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
  • Sharesight also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings.

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Try Sharesight
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Marketlog logo

Marketlog

Best pricing fit

Best for: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

  • Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
  • Marketlog also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free supports unlimited portfolios, holdings, and transactions with manual tracking, 3 goals per portfolio, a 3-item watchlist, and 5 years of price history.

Watch for: Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Track portfolios with Marketlog
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Wealthfolio logo

Wealthfolio

Strong runner-up

Best for: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

  • Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Wealthfolio also has a free plan, so you can try it without paying. Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account.

Watch for: No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.

Download Wealthfolio
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Detailed Alternatives

I want to

Free tiers first, then the lowest starting price.

1
Portfolio Performance logo
Closest replacement

Portfolio Performance

Analyst pickTested by us

Bottom line: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

Keep

  • Portfolio
  • Watchlist
  • Risk Metrics
  • Performance Attribution

Gain

  • Data Visualizations

Lose

  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding
  • Calendar

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and strategy backtesting.
  • Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux. Mobile companion app is separate; US App Store Premium costs $3 monthly or $25 yearly, and other stores may differ. Data is stored locally and can be exported as CSV or JSON.
  • Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.
Cost
Free, no signup

$2.08/moto go paid, billed yearly

$4.58/mo less than Snowball Analytics

Fit
Partial replacement
Download Portfolio PerformanceCompare
Full review and details
2
Wealthfolio logo
Partial replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

  • Portfolio
  • Risk Metrics
  • Performance Attribution
  • Broker Connectors

Gain

  • Data Visualizations
  • Monte Carlo
  • Retirement Calculator
  • Custom Dashboards

Lose

  • Watchlist
  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and strategy backtesting.
  • Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account. Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect. Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
  • No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
Cost
Free, no signup

$2.99/moto go paid

$3.68/mo less than Snowball Analytics

Fit
Partial replacement
Download WealthfolioCompare
Full review and details
3
Ghostfolio logo
Partial replacement

Ghostfolio

Bottom line: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.

Keep

  • Portfolio

Gain

  • Data Visualizations
  • APIs & Data Feeds

Lose

  • Watchlist
  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and strategy backtesting.
  • Free-plan limits: Self-hosted open-source use is free. Managed Basic hosting is free with unlimited transactions and accounts. Premium costs $48 per year and adds advanced analytics, professional market data, and email or chat support.
  • Self-hosting has operational burden: The self-hosted option requires running and maintaining your own Ghostfolio instance and data setup; managed Basic is also free.
Cost
Free, no signup

$4/moto go paid, billed yearly

$2.67/mo less than Snowball Analytics

Fit
Partial replacement
View Ghostfolio optionsCompare
Full review and details
4
Marketlog logo
MarketlogBest pricing fit
4
Marketlog logo
Best pricing fit

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Portfolio
  • Watchlist
  • Dividends
  • Calendar
  • Alerts
  • Splits

Gain

  • Institutional Ownership
  • Data Visualizations
  • Monte Carlo
  • IPO

Lose

  • Backtesting
  • Dividend Tax / ADR Withholding
  • Scores
  • Performance Attribution

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, backtesting and quant research, and filings and transcript research.
  • Free-plan limits: Signup required. Free supports unlimited portfolios, holdings, and transactions with manual tracking, 3 goals per portfolio, a 3-item watchlist, and 5 years of price history. Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Cost
Free with signup

$6.67/moto go paid, billed yearly

Same starting price as Snowball Analytics

Fit
Partial replacement
Track portfolios with MarketlogCompare
Full review and details
5
Portseido logo
PortseidoPartial replacement
5
Portseido logo
Partial replacement

Portseido

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

  • Portfolio
  • Dividends
  • Dividend Tax / ADR Withholding
  • Splits
  • Risk Metrics
  • Performance Attribution

Gain

  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Retirement Calculator

Lose

  • Watchlist
  • Backtesting
  • Calendar
  • Alerts

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting, fundamental research, and backtesting and quant research.
  • Free-plan limits: Signup required. Free includes 100 transactions and 1 portfolio; all tiers advertise broker syncing and full reports. Pro has a 14-day trial with no credit card required.
  • Free tier has a transaction cap: Free supports 100 transactions and 1 portfolio; Plus removes the transaction cap but keeps 1 portfolio.
Cost
Free with signup

$8/moto go paid, billed yearly

$1.33/mo more than Snowball Analytics

Fit
Partial replacement
Try PortseidoCompare
Full review and details
6
Sharesight logo
SharesightBest workflow fit
6
Sharesight logo
Best workflow fit

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Portfolio
  • Dividends
  • Dividend Tax / ADR Withholding
  • Alerts
  • Risk Metrics
  • Performance Attribution

Gain

  • Downloadable Tax Reports
  • Capital Gains Estimator
  • Wealth Management
  • Advisor Operations

Lose

  • Watchlist
  • Backtesting
  • Calendar
  • Splits

Watch out

  • Avoid as a full replacement if you rely on strategy backtesting and backtesting and quant research.
  • Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings. Starter is €9.33 per month or €7 per month billed annually; Standard is €22.67 or €17; Premium is €30.67 or €23, including VAT.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Try SharesightCompare
Full review and details

What This Shortlist Tells You

Free alternatives can cover basic holdings, dividends, watchlists, and portfolio dashboards.

Check limits on holdings, portfolios, custom assets, history, broker sync, benchmarks, and backtesting.

Use a paid tracker when import reliability and advanced portfolio analytics are more important than the free tier.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×6Risk Metrics×5Broker Connectors×4Performance Attribution×4Compounding Calculator×3Dividends×3Alerts×2Dividend Tax / ADR Withholding×2

New angles introduced

Categories the alternatives add beyond Snowball Analytics.

Data Visualizations+5APIs & Data Feeds+2Monte Carlo+2Retirement Calculator+2Advisor Operations+1Blogs+1Capital Gains Estimator+1Custom Dashboards+1

Free Access & Pricing

Free to start

All 6

All 6 have a standing free tier, not a trial.

Paid plans from

$2.08/mo

Portfolio Performance is the cheapest paid upgrade. Snowball Analytics starts at $6.67/mo.

Mobile app

6 of 6

6 have a mobile app, like Snowball Analytics.

API access

2 of 6

2 expose an API or data feed, usually on a paid plan.

Hands-on tested

1 of 6

1 tested hands-on. 1 are analyst picks.

Coverage overlap

60%

Average share of Snowball Analytics categories each alternative covers.

Free Alternatives FAQ

What are the best free alternatives to Snowball Analytics?

Portfolio Performance, Wealthfolio, and Ghostfolio cover the most Snowball Analytics workflows without a paid plan, in that order.

Do these picks stay permanently free?

Yes. Every tool listed has a standing free tier, not a trial. Expect caps on exports, seats, or history once you use it heavily.

Which Snowball Analytics workflows stay covered on the free plan?

The free plans cover Portfolio, Watchlist, Risk Metrics, Performance Attribution, Broker Connectors, Dividends, Dividend Tax / ADR Withholding, Alerts, Compounding Calculator, Calendar, Splits, News, and Financials. Core Snowball Analytics workflows in those areas do not need a paid upgrade.

What extra coverage do the free alternatives add?

The free alternatives add Data Visualizations, Monte Carlo, Retirement Calculator, Custom Dashboards, APIs & Data Feeds, Downloadable Tax Reports, Capital Gains Estimator, Wealth Management, Advisor Operations, Institutional Ownership, IPO, Macro Data, Options, Blogs, and Tax Lots / Lot Optimization, which Snowball Analytics does not cover.

Where might I still rely on Snowball Analytics?

Backtesting, Dividends, Dividend Tax / ADR Withholding, Calendar, Alerts, Splits, News, Financials, Scores, ETF Analysis, Fund Analysis, AI Research, Broker Connectors, Compounding Calculator, Watchlist, Risk Metrics, and Performance Attribution stay with Snowball Analytics. Keep it for those tasks, or budget for a paid plan elsewhere if they matter.

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Feedback

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.